Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
18,195
-1,480
-8% -$10K 0.07% 339
2025
Q1
$101K Buy
19,675
+13,305
+209% +$68.5K 0.11% 225
2024
Q4
$36.3K Buy
+6,370
New +$36.3K 0.04% 628